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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,337 | $52,682-6.4% | $78,004-36.8% | $64,097-23.0% |
| Participation rate | 10.2% | 47.7%-37.5pp | 69.4%-59.2pp | 55.2%-45.0pp |
| Annual return | 14.09% | 22.45%-8.4pp | 31.07%-17.0pp | 34.64%-20.6pp |
| Employer contribution / active EE | $348 | $1,323-73.7% | $2,469-85.9% | $1,891-81.6% |
| Participant deferral / active EE | $551 | $2,346-76.5% | $4,092-86.5% | $3,080-82.1% |
| Admin fee / account holder | $8,140 | $5,420+50.2% | $7,578+7.4% | $3,454+135.6% |